Ackerman Capital Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Ackerman Capital Advisors’s Portfolio SLYG Stock Details SLYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$236K	Sell	2,445 -1,161	-32%	-$115K	0.05%	103
2025 Q4	$340K	Buy	3,606 +7	+0.2%	+$661	0.07%	89
2025 Q3	$339K	Sell	3,599 -53	-1%	-$4.88K	0.07%	85
2025 Q2	$324K	Sell	3,652 -29	-0.8%	-$2.42K	0.08%	81
2025 Q1	$306K	Hold	3,681	–	–	0.08%	81
2024 Q4	$333K	Sell	3,681 -37	-1%	-$3.5K	0.09%	76
2024 Q3	$346K	Buy	3,718 +31	+0.8%	+$2.79K	0.09%	77
2024 Q2	$317K	Buy	3,687 +228	+7%	+$19.5K	0.08%	79
2024 Q1	$302K	Sell	3,459 -169	-5%	-$14.1K	0.08%	83
2023 Q4	$303K	Sell	3,628 -2,257	-38%	-$169K	0.09%	84
2023 Q3	$431K	Sell	5,885 -454	-7%	-$35K	0.12%	65
2023 Q2	$488K	Sell	6,339 -287	-4%	-$21K	0.13%	66
2023 Q1	$489K	Buy	6,626 +2,556	+63%	+$193K	0.13%	64
2022 Q4	$294K	Sell	4,070 -1,355	-25%	-$99.7K	0.08%	87
2022 Q3	$370K	Sell	5,425 -16,699	-75%	-$1.25M	0.11%	72
2022 Q2	$1.56M	Buy	+22,124	New	+$1.68M	0.42%	32

Other funds holding SLYG

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $1.82B AUM 16.79% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return